DuPont Decomposition

Why does SARDAEN earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

10.9% = 15.2% × 0.45 × 1.58

Latest: FY2025

Profitability

Net Margin

15.2%

10.7% →15.2%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.45x

0.20x →0.45x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.58x

1.61x →1.58x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 7.6 pp over 3 years. Driven by net margin improving (10.7% → 15.2%), asset turnover improving (0.20x → 0.45x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr10.7%0.201.613.4%
FY20240Cr0Cr9.9%0.151.542.3%
FY20250Cr0Cr15.2%0.451.5810.9%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.